Attorney CRM software
Manage your cases, clients, files and finances with one convenient and easy to use application.
Our Customer Relationship Management software for Attorneys allows you and your team of lawyers to communicate with your clients, schedule appointments, view and update events, manage cases, pull up records and documents, edit information, manage finances and stay completely updated, all in a secure environment protected by passwords. Your clients will also have the ability to view their individual case file and communicate with you through the use of a unique username and password. You control what your clients have access to.
Application features
Manage casess and events
Manage clients
Manage employees and track time
Manage and share documents
Manage finances
View and post files/comments on tickets they are assigned to
Edit account details
View events and calendar
Track progress of their case
Pull up records and documents
View balance owed and/or community service hours to be completed
Set up Application
and manage you cases and clients today
Web Application Installation
No need to download or install Client Management Application. Upon signup you will have instant access and you will be able to bring your business to the next level.
Manage Cases and Events
For each case you can assign events, lawyers and clients. Events have automatic email reminders for both sides and it’s possible to attach additional comments for each event.
Manage Clients
You can add unlimited number of clients with their info. Each client will have access to their case so they can check events, download/upload files and collaborate with you or your employees.
Manage Employees
You can allow access to your employees or contractors. They can be assigned to multiple cases and communicate with client directly.
Time Tracking
Each lawyer will be able to easily track time she spent on a case. Application reports will summarize spend time based on selected filters.
Email Notifications
Upon each important action like adding a client, event or case creation, posting comments or file uploads email notifications will be sent to clients and lawyers connected to that case or action.
Search
Powerfull search with autocompletion will allow you to search through cases, events and users.
Application Hosting
Application will be set instantly on our server and you will not have to worry about hosting or applications installation.
PRICE
$99/month
Client Management Application Demo
Bellow you will find demo for lawyers application. You can login as Head Lawyer or Client.
TRY DEMO AS HEAD LAWYER
You can manage client's accounts, add new attorney, create cases and manage balance.
Application demo link
Username: admin@admin.com
Password: admin
TRY DEMO AS CLIENT
You can check yor cases and events, add comments or upload your documentation.
Application demo link
Username: client@client.com
Password: client
